See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,161 | $133,958-61.8% | $112,228-54.4% | $134,475-62.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.98% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,469 | $4,038-63.6% | $3,635-59.6% | $4,740-69.0% |
| Participant deferral / active EE | $5,228 | $5,291-1.2% | $4,728+10.6% | $6,400-18.3% |
| Admin fee / account holder | $228 | $7,489-97.0% | $6,410-96.4% | $11,426-98.0% |